View Reports Saved to Disk

Overview

The Reports Saved to Disk screen is used view and delete saved reports, and mail merges . By default you will see only items you have run. You can use the filter fields to view records generated by other users.

 

Workflow

To view a saved record :

1. Select a record from the list.
2. Click the VIEW button in the footer .

Note: Records having the PDF format will appear on the screen in a PDF viewer. All other formats are downloaded using your browser’s download program.

 

To delete a saved record :

1. Select a record from the list.
2. Click the DELETE button in the footer .

 

Note: The database is setup to purge reports after 90 days.